LEONID CAPITAL PARTNERS, LLC

RIASEC RegisteredEst. 2025
Total AUM
$363M
Discretionary
$363M
100% of AUM
Avg account
$182M
Accounts
2
Employees
20
Advisory reps
3

Firm details

Headquarters
HUNTINGTON BEACH, California
CRD number
327020
Registered since
July 28, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Leonid Capital Partners, LLC is a small, institutionally focused investment adviser that operates as the sponsor and general partner/manager of pooled investment vehicles. Organized as an LLC and SEC-registered in 2025, the firm concentrates on running closed pools rather than providing broad retail wealth-management services. Its business model centers on portfolio management for pooled funds, with fee arrangements that combine a percentage-of-AUM charge and performance-based fees. Leonid is not positioned as an ESG-driven investor and is not registered as a multi-state adviser. The adviser’s client base is tightly concentrated: it services institutional relationships through a small number of substantial mandates. Acting as sponsor and managing member of its vehicles suggests the firm controls investment selection, portfolio construction and governance for the funds it runs, rather than serving as a sub-advisor to outside managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • MONROE WENG

    Chief Financial OfficerCRD 6554198

Contacts

2 of 2
  • JAMES PARKER

    Co-Founding PartnerCRD 7300183

  • Christopher Lay

    Founding PartnerCRD 7754958

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

HUNTINGTON BEACH, CA

ORANGE

Location

HUNTINGTON BEACH, CA

Headquartered in HUNTINGTON BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
16400 Pacific Coast Hwy
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth